PracticeOS connects limitations, liability, coverage, treatment, medical records, wage loss, carrier communication, liens, demand work, and settlement in one case.
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PracticeOS includes the DocketBuddy software suite at $99/month · Ready automation for 100 new files each month · 30-day trial · No credit card Pricing →
See Ready for Personal Injury →Personal Injury and Workers' Comp are included together in one subscription.
For personal injury firms that need limitations, treatment, liability proof, damages, liens, negotiation, and closing math to stay connected from intake through disbursement
Control the record
Incident facts, medical records, treatment gaps, wage loss, and coverage remain with one case
Build the demand
Liability, damages, treatment, and wage evidence feed attorney-reviewed demand work
Close the file
Authority, releases, costs, liens, and disbursement blockers remain visible before closing
Free browser workpapers
Each workpaper uses only the facts entered in that browser, shows the supported arithmetic or record check, and names what still needs attorney review.
Every provider visit logged, with gaps in care flagged before the adjuster finds them.
Liens tracked and net-to-client calculated; MSA flag fires when Medicare involvement is detected.
Gross to net reconciliation with lien, authority, release, and disbursement blockers kept visible.
What it does
CLAIM DEADLINE TRACKING
Date-of-injury deadlines tracked for supported personal injury and workers comp workflows. SMS alerts fire at 90, 60, 30, 14, and 7 days. Attorney verifies each deadline before relying on it.
TREATMENT TIMELINE
Treatment timeline built from intake and uploads. Every provider visit logged with date, provider, and note. Gaps in treatment are surfaced before they become adjuster arguments.
MEDICAL RECORDS TRACKING
Track every medical provider from not-requested through summarized. Record request dates, receipt dates, and review status. Gaps in the medical record flagged before the case goes to demand.
LIEN MANAGEMENT
Medicare, Medicaid, and health insurance subrogation liens tracked per case. Net-to-client calculated from gross recovery minus fees and liens. MMSEA notice status tracked. MSA flag fires when Medicare involvement is detected.
SOURCE-CITED DEMAND WORKUP
Build a reviewable demand outline from the case record with liability support, treatment history, itemized medical specials, wage-loss proof, source references, and unresolved gaps. The attorney controls every amount and communication.
ADJUSTER COMMUNICATION LOG
Every adjuster contact logged with date, method, contact name, and note. Verbal and written offers tracked chronologically. Response deadlines surfaced. The negotiation record builds as the team works the file.
TREATMENT TIMELINE
Every provider visit logged from intake and uploads, with gaps in care flagged before the adjuster finds them
WAGE LOSS + LIENS
Wage loss calculations and lien balances both feed the same demand letter and settlement worksheet, so nothing gets left out of the number
DEMAND PACKAGES
Every redraft is saved before the next one overwrites it, so the negotiation history stays with the case
NEWEST CAPABILITY
Draft a demand letter pulled from the treatment timeline, wage loss calculation, and lien balances, with the attorney setting the demand figure before anything goes out.
Scope and limits
Settlement worksheets reconcile attorney-approved figures with treatment, wage loss, liens, and demand history. You set valuation, negotiation range, settlement authority, and final demand; the supporting work stays source-linked and ready for review.
Lead follow-up carries prospective clients into intake, while the case workflow keeps treatment, wage loss, liens, demand packages, and settlement activity together after engagement.
Where DocketBuddy stops matters
DocketBuddy separates governing authority from matter evidence, shows where each important fact came from, and keeps attorney review between the analysis and anything sent or filed.
Authority posture in view
When a workflow applies a legal rule, its citation, source status, and jurisdiction stay close enough to verify before relying.
Matter evidence stays separate
Uploaded documents, client answers, and attorney-entered facts keep distinct labels and preserve their source context.
Uncertainty stays visible
Missing, stale, or conflicting proof remains a clear item for attorney review instead of disappearing inside generated work product.
Questions? hello@docketbuddy.org
Full security details →We do not sell client data. Client data is encrypted at rest and in transit. Review each feature’s AI data-handling limits. Privacy